The Stingy News Weekly (05/04/2014)
| "Unless you can watch your stock holdings decline by 50% without
becoming panic-stricken, you should not be in the stock market." | |
| - Warren Buffett | |
New from StingyInvestor
Meet Francis Chou
"It's a pity more money managers don't follow Mr. Chou's example.
But investors would be wise to follow him."
Stingy Links
The 5 year market metamorphosis
"There is less of an edge today in cheap stocks than there was
five years ago: there are far fewer U.S. stocks that are very
cheap."
Flinty-eyed fiscal conservatives
"Why yes: reading the budget, one was taken back to the last days
of the Bob Rae government, two decades ago - that same feeling
that those in charge had no real grasp on the size of the hole
they had dug for themselves, nor any serious plan to get out of
it. In retrospect, the comparison seems unfair. Rae was a
flinty-eyed fiscal conservative compared to this bunch."
2014 Berkshire Hathaway meeting
"Morningstar's on-the-spot meeting coverage."
Charlie Munger: CEO pay is insane
"Instead of complaining, Munger said some corporate executives
should willingly decide to work for less money."
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | AT&T (T) | 5 | 5 | 4 | 5 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| Intel (INTC) | 4 | 4 | 2 | 5 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| Cisco (CSCO) | 3 | 4 | 3 | 5 |
| General Electric (GE) | 1 | 5 | 3 | 4 |
| McDonald's (MCD) | 3 | 1 | 2 | 4 |
| Procter & Gamble (PG) | 2 | 3 | 2 | 4 |
| Merck (MRK) | 1 | 3 | 1 | 4 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Travelers (TRV) | 5 | 5 | 4 | 2 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 |
| AT&T (T) | 5 | 5 | 4 | 5 |
| Goldman Sachs (GS) | 5 | 5 | 3 | 1 |
| Verizon (VZ) | 5 | 1 | 4 | 5 |
| Chevron (CVX) | 5 | 5 | 5 | 5 |
| IBM (IBM) | 4 | 1 | 3 | 2 |
| UnitedHealth (UNH) | 4 | 4 | 5 | 1 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 4 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | AT&T (T) | 5 | 5 | 4 | 5 | 2.01 |
| Verizon (VZ) | 5 | 1 | 4 | 5 | 2.34 |
| Pfizer (PFE) | 5 | 4 | 1 | 5 | 2.85 |
| Chevron (CVX) | 5 | 5 | 5 | 5 | 3.54 |
| Travelers (TRV) | 5 | 5 | 4 | 2 | 3.63 |
| Intel (INTC) | 4 | 4 | 2 | 5 | 4.14 |
| Cisco (CSCO) | 3 | 4 | 3 | 5 | 4.56 |
| JP Morgan Chase (JPM) | 4 | 5 | 3 | 4 | 4.78 |
| Exxon Mobil (XOM) | 4 | 4 | 5 | 3 | 5.11 |
| Microsoft (MSFT) | 4 | 3 | 1 | 3 | 5.27 |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | V.R. | | AT&T (T) | Y | Y | Y |
| Chevron (CVX) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| Cisco (CSCO) | Y | | Y |
| Exxon Mobil (XOM) | | Y | Y |
| Intel (INTC) | Y | | Y |
| JP Morgan Chase (JPM) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| General Electric (GE) | Y | | |
| Goldman Sachs (GS) | | Y | |
| IBM (IBM) | | Y | |
| McDonald's (MCD) | Y | | |
| Merck (MRK) | Y | | |
| Microsoft (MSFT) | | | Y |
| Procter & Gamble (PG) | Y | | |
| UnitedHealth (UNH) | | Y | |
| Notes... |
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Crescent Point (CPG) | 1 | 3 | 1 | 5 |
| Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 |
| TransAlta (TA) | 0 | 4 | 4 | 5 |
| Penn West Petroleum (PWT) | 0 | 5 | 3 | 5 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 |
| Enerplus (ERF) | 1 | 2 | 1 | 5 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 |
| National Bank (NA) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | National Bank (NA) | 5 | 3 | 3 | 5 |
| CIBC (CM) | 5 | 3 | 3 | 5 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 |
| Manulife (MFC) | 5 | 5 | 3 | 3 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 |
| Agrium (AGU) | 5 | 3 | 5 | 3 |
| Bombardier (BBD.B) | 5 | 2 | 5 | 3 |
| Brookfield (BAM.A) | 5 | 4 | 4 | 2 |
| Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 |
| Notes | More Info... |
| Value Ratio Stocks | P/E | P/B | P/S | Yield | V.R. | | Canadian Oil Sands (COS) | 4 | 2 | 2 | 5 | 2.23 |
| National Bank (NA) | 5 | 3 | 3 | 5 | 2.52 |
| CIBC (CM) | 5 | 3 | 3 | 5 | 2.63 |
| Bank of Montreal (BMO) | 5 | 4 | 3 | 5 | 2.96 |
| Bank of Nova Scotia (BNS) | 5 | 3 | 2 | 4 | 3.35 |
| Rogers (RCI.B) | 4 | 1 | 3 | 5 | 3.37 |
| Royal Bank (RY) | 5 | 2 | 2 | 4 | 3.37 |
| Shaw (SJR.B) | 4 | 2 | 3 | 5 | 3.80 |
| BCE Inc. (BCE) | 3 | 1 | 3 | 5 | 3.81 |
| Power Corp of Canada (POW) | 4 | 5 | 5 | 4 | 3.94 |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | V.R. | | Bank of Montreal (BMO) | Y | Y | Y |
| Canadian Oil Sands (COS) | Y | Y | Y |
| National Bank (NA) | Y | Y | Y |
| BCE Inc. (BCE) | Y | | Y |
| Bank of Nova Scotia (BNS) | | Y | Y |
| CIBC (CM) | | Y | Y |
| Rogers (RCI.B) | Y | | Y |
| Royal Bank (RY) | | Y | Y |
| Shaw (SJR.B) | Y | | Y |
| Agrium (AGU) | | Y | |
| Bombardier (BBD.B) | | Y | |
| Brookfield (BAM.A) | | Y | |
| Crescent Point (CPG) | Y | | |
| Enerplus (ERF) | Y | | |
| Manulife (MFC) | | Y | |
| Penn West Petroleum (PWT) | Y | | |
| Power Corp of Canada (POW) | | | Y |
| TransAlta (TA) | Y | | |
| Notes... |
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